Stock Taper 
CHARTER OAK CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Novartis AG | NVS | 1.36K | $207.78K |
 GE Aerospace | GE | 1.39K | $393.21K |
 DTE Energy Company | DTE | 1.39K | $203.1K |
 Caterpillar Inc. | CAT | 1.41K | $1M |
 Thermo Fisher Scientific Inc. | TMO | 1.43K | $702.78K |
 Capital One Financial Corporation | COF | 1.47K | $267.99K |
 Lowe's Companies, Inc. | LOW | 1.49K | $351.47K |
 Deere & Company | DE | 1.53K | $862.58K |
 ConocoPhillips | COP | 1.64K | $216.1K |
 The Boeing Company | BA | 1.67K | $332.79K |
 Emerson Electric Co. | EMR | 1.68K | $219.95K |
 International Business Machines Corporation | IBM | 1.73K | $420.39K |
 Philip Morris International Inc. | PM | 1.79K | $295.93K |
 Duke Energy Corporation | DUK | 1.84K | $241.06K |
 The Allstate Corporation | ALL | 2K | $414.89K |
 Advanced Micro Devices, Inc. | AMD | 2.3K | $468.7K |
 IDEXX Laboratories, Inc. | IDXX | 2.33K | $1.31M |
 Tesla, Inc. | TSLA | 2.35K | $874.74K |
 Oracle Corporation | ORCL | 2.37K | $349.26K |
 Honeywell International Inc. | HON | 2.45K | $554.45K |